Banking and Financial Services

Reduce costs, improve efficiency, delight customers and ensure compliance

Our approach

Skan for Banking and Financial Services

Leading banks and financial services organizations use Skan’s AI-powered Process Intelligence to streamline front, middle and back-office operations, enhance customer experience by delivering more efficient services, and effectively manage quality and compliance through greater transparency to leading indicators. By harnessing the power of Skan’s AI-powered Process Intelligence, you not only optimize internal processes but also build stronger relationships with customers while safeguarding against potential risks.

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Streamline Front, Middle and Back-Office Operations

Identify standardization and automation opportunities to boost productivity, and reduce variability, processing time and turnaround time. 

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Delight Customers

Gain a deep understanding of workforce productivity, process cycle time and application usage to reduce turnaround time, reduce errors and rework so that customers spend less time waiting for credit and loan applications to be approved. 

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Improve Quality & Compliance

Continuously monitor processes to identify opportunities to reduce errors and rework, as well as reduce service level agreement (SLA) violations.  Proactively manage risk with real-time alerts linked to leading indicators of quality and compliance. 

Retail & Commericia; Banls (1)

Skan for Retail Banks and
Wealth Management

Leading retail banks and wealth management firms use process intelligence across critical business processes and use cases.

Sales & Fulfillment 

Sales & Fulfillment 

Deliver frictionless client on-boarding. 

Leading retail banks and wealth 
management firms use process intelligence 
across critical business processes and use 
cases.

  • Account Opening
  • Client on-boarding
  • Sales & Campaign management
  • Relationship Management

Customer Support, Compliance & Risk

Customer Support, Compliance & Risk

Optimize know your customer (KYC) processes, and proactively manage service level 
agreements (SLAs).

  • Account Servicing & Maintenance
  • Complaints and issue resolution
  • Anti-money laundering (AML) & KYC, Client Onboarding

Cards and Payments

Cards and Payments

Streamline payment workflows, improve process throughput and improve customer experience. 

  • Origination, adjudication and collections
  • Electronic Payments - exceptions
  • Fraud detection and resolution

Lending

Lending

Speed up credit processes, improve efficiency and customer experience. 

  • Origination
  • Loan processing
  • Underwriting

Sales & Fulfillment 

Deliver frictionless client on-boarding. 

Leading retail banks and wealth 
management firms use process intelligence 
across critical business processes and use 
cases.

Business Use Cases
  • Account Opening
  • Client on-boarding
  • Sales & Campaign management
  • Relationship Management

Customer Support, Compliance & Risk

Optimize know your customer (KYC) processes, and proactively manage service level 
agreements (SLAs).

Business Use Cases
  • Account Servicing & Maintenance
  • Complaints and issue resolution
  • Anti-money laundering (AML) & KYC, Client Onboarding

Cards and Payments

Streamline payment workflows, improve process throughput and improve customer experience. 

Business Use Cases
  • Origination, adjudication and collections
  • Electronic Payments - exceptions
  • Fraud detection and resolution

Lending

Speed up credit processes, improve efficiency and customer experience. 

Business Use Cases
  • Origination
  • Loan processing
  • Underwriting
Investment Banking

Skan for Commercial and
Investment Banks

Leading retail banks and wealth management firms use process intelligence across critical business processes and use cases.

Sales & Fulfillment 

Sales & Fulfillment 

Optimize trade order management workflows and reduce delays.

  • Trade order management
  • Research and Reporting

Customer Servicing, Compliance & Risk

Customer Servicing, Compliance & Risk

Optimize and speed up KYC and client on-boarding.

  • AML and KYC, Client onboarding
  • Billing
  • Treasury services & fulfillment
  • Risk Management

Lending

Lending

Delight customers from origination through servicing.

  • Origination
  • Loan processing
  • Underwriting

Operations

Operations

Speed up trade settlement and customer responsiveness.

  • Trade settlement and reconciliation
  • Payment investigation (SWIFT)
  • Document management
  • Transaction management and payment processing

Sales & Fulfillment 

Optimize trade order management workflows and reduce delays.

Business Use Cases
  • Trade order management
  • Research and Reporting

Customer Servicing, Compliance & Risk

Optimize and speed up KYC and client on-boarding.

Business Use Cases
  • AML and KYC, Client onboarding
  • Billing
  • Treasury services & fulfillment
  • Risk Management

Lending

Delight customers from origination through servicing.

Business Use Cases
  • Origination
  • Loan processing
  • Underwriting

Operations

Speed up trade settlement and customer responsiveness.

Business Use Cases
  • Trade settlement and reconciliation
  • Payment investigation (SWIFT)
  • Document management
  • Transaction management and payment processing

Business Value Metrics

Leading banks and financial services firms use Skan to drive better  business outcomes

30%
First Pass Rate (FPR) improvement

F500 Financial Services Provider

20%
Processing cost reduction

F500 Financial Services Provider

10%
OpEx savings through process standardization

National Mortgage Lender

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